- Working closely with other members of the Wealth Management team, such as investment, insurance, treasury specialists to provide holistic solutions to our onshore banking High Net Worth premier clients Provide premier clients with regular market updates, endeavouring to understand our clients' financial needs and recommending appropriate wealth management products accordingly
- Perform continuous market analysis to identify potential client leads and opportunities
- Provide financial planning and advisory services aligning to HNW clients' needs and investment profile
- Embarking on a proactive relationship management to strengthen, deepen and delight client's relationship with existing customers, hence building a strong foundation for customer growth
- Ensure coverage of all relationships through client's engagement, risk profiling and financial planning
- Understand customers' banking and financial needs and recommend suitable solutions to meet these needs
- Demonstrate strong ability to self-source, develop new business by actively prospecting for new HNW clients and referrals, and leveraging your existing network to generate New to Bank leads
- Fulfilling clients necessitates while providing an exceptional client experience is the expected behaviour from all our employees and it will be measured by specific metrics
- Deals with most problems independently and has some latitude to solve complex problems
- Compliance, Risk & Control
- Ensure that KYC/AML and other compliance norms are strictly adhere to
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding the bank, its clients and assets by driving compliance with applicable laws, rules & regulations adhering to Policy, applying sound ethical judgement regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency Requirements
- The successful candidate has strong academic qualifications and over 5 years of work experience in Wealth Management with a proven track record of managing clients' portfolio (Premier banking)
- Strong understanding of financial markets and investment products
- Strong interpersonal relationship skills to be able to work individually as well as to collaborate with stakeholders to meet the needs of these clients
- Highly driven and possess the ability to succeed within a challenging environment
- Outgoing disposition, well-equipped with good communication and interpersonal skills
- Down to earth and resilient individual with an entrepreneurial and collaborative mindset who is able to work independently and in a strong team environment
- Highly driven to excel and be able to thrive within a challenging environment by effectively recognizing customers' personal banking and wealth management needs
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Director Premier Elite - Singapur, Singapore - HSBC
Description
Some careers have more impact than others.
If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
Wealth and Personal Banking (WPB) helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.
We are currently seeking a high calibre professional to join our team as a Director Premier Elite.
Principal Responsibilities
The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regards to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis. For more information about the enhanced vetting for this role, please contact the recruiter for this role.
